Tweedy Browne

Tweedy Browne

Tweedy Browne is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tweedy Browne portfolio page tracks Tweedy Browne holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Tweedy Browne owns and how disclosed positions change over time. Tweedy Browne's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include CNH Industrial N.V. Common Shares (CNHI), Ionis Pharmaceuticals, Inc. (IONS), Jazz Pharmaceuticals plc (JAZZ), Wells Fargo & Co (WFC), and Autoliv, Inc. (ALV). Investors use Tweedy Browne 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Centene CorpCNC · Q1 2026$32.74$58.81+$494k+79.6%$1.1M
AMN Healthcare Services, Inc.AMN · Q1 2026$18.34$32.38+$393k+76.6%$905k
StoneX Group Inc.SNEX · Q1 2026$80.65$135.73+$3.0M+68.3%$7.3M
Unitedhealth Group IncUNH · Q1 2026$270.59$427.89+$577k+58.1%$1.6M
Cisco Systems IncCSCO · Q1 2026$77.59$121.83+$2.4M+57.0%$6.7M
Arrow Electronics IncARW · Q1 2026$143.41$217.51+$865k+51.7%$2.5M
Elevance Health, Inc. Common StockELV · Q1 2026$292.75$418.15+$601k+42.8%$2.0M
Crocs, Inc.CROX · Q1 2026$83.02$118.39+$496k+42.6%$1.7M
Heartland Express IncHTLD · Q1 2026$10.40$14.71+$546k+41.4%$1.9M
CVS Health CorpCVS · Q1 2026$71.82$97.08+$483k+35.2%$1.9M
Beazer Homes USA, Inc.BZH · Q1 2026$19.24$25.00+$291k+29.9%$1.3M
Jazz Pharmaceuticals plcJAZZ · Q1 2026$189.05$237.56+$2.9M+25.7%$14M
Dorian LPG Ltd.LPG · Q1 2026$34.20$42.23+$285k+23.5%$1.5M
Sirius XM Holdings IncSIRI · Q1 2026$23.08$28.35+$247k+22.8%$1.3M
Ally Financial IncALLY · Q1 2026$39.23$47.17+$266k+20.2%$1.6M
Bread Financial Holdings, Inc.BFH · Q1 2026$74.89$89.92+$470k+20.1%$2.8M
Autoliv, Inc.ALV · Q1 2026$105.16$125.79+$7.9M+19.6%$48M
Sealed Air CorpSEE · Q1 2026$35.35$42.15+$3.5M+19.2%$21M
U-Haul Holding CompanyUHALB · Q1 2026$44.67$53.06+$3.9M+18.8%$25M
Bank of America CorpBAC · Q1 2026$48.75$57.88+$3.3M+18.7%$21M
The Bank of New York Mellon CorpBK · Q1 2026$118.63$140.01+$2.3M+18.0%$15M
Alphabet IncGOOGL · Q1 2026$287.56$337.39+$9.9M+17.3%$67M
Versant Media Group, Inc. Class AVSNT · Q1 2026$37.02$43.40+$240k+17.2%$1.6M
G-III Apparel Group, Ltd.GIII · Q1 2026$27.70$32.29+$277k+16.6%$2.0M
Orion Engineered Carbons S.A.OEC · Q1 2026$6.50$7.41+$56k+14.0%$453k
COCA COLA FEMSA SAB DE CVKOF · Q1 2026$97.55$109.90+$14M+12.7%$129M
American Express CoAXP · Q1 2026$302.48$340.36+$2.4M+12.5%$21M
Diageo PLCDEO · Q1 2026$74.45$83.51+$1.1M+12.2%$11M
The PNC Financial Services Group IncPNC · Q1 2026$208.09$232.64+$231k+11.8%$2.2M
Union Pacific CorpUNP · Q1 2026$242.62$268.67+$500k+10.7%$5.2M
Advance Auto Parts IncAAP · Q1 2026$52.75$58.26+$133k+10.4%$1.4M
SIMMONS FIRST NATIONAL CORPORATIONSFNC · Q1 2026$19.45$21.35+$147k+9.77%$1.6M
United Parcel ServiceUPS · Q1 2026$98.38$107.70+$145k+9.47%$1.7M
The Magnum Ice Cream Company N.V.MICC · Q1 2026$14.95$16.33+$17k+9.23%$197k
HF Sinclair Corporation Common StockDINO · Q1 2026$62.39$68.08+$169k+9.12%$2.0M
First Interstate BancSystem, Inc.FIBK · Q1 2026$33.40$36.43+$150k+9.07%$1.8M
The Progressive CorpPGR · Q1 2026$198.24$215.69+$239k+8.80%$3.0M
Cigna Corp (2)CI · Q1 2026$266.75$289.61+$123k+8.57%$1.6M
Zions Bancorporation National AssociationZION · Q1 2026$57.62$62.32+$178k+8.16%$2.4M
Helmerich & Payne, Inc.HP · Q1 2026$36.03$38.49+$119k+6.83%$1.9M
U.S. BancorpUSB · Q1 2026$52.01$55.35+$615k+6.42%$10M
Truist Financial CorpTFC · Q1 2026$45.97$48.83+$1.6M+6.22%$27M
Emerson Electric CoEMR · Q1 2026$131.02$139.07+$72k+6.14%$1.2M
UniFirst CorporationUNF · Q1 2026$251.59$265.55+$1.4M+5.55%$27M
Wells Fargo & CoWFC · Q1 2026$79.61$83.82+$2.2M+5.28%$43M
CNH Industrial N.V. Common SharesCNHI · Q1 2026$11.00$11.45+$9.1M+4.09%$231M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$498.66+$1.9M+4.06%$49M
Berkshire Hathaway Inc.BRK-A · Q1 2026$718,140.00$746,597.94+$4.1M+3.96%$108M
Ionis Pharmaceuticals, Inc.IONS · Q1 2026$75.09$76.49+$3.2M+1.86%$174M
Kenvue Inc. Common StockKVUE · Q1 2026$17.24$17.55+$13k+1.80%$718k